Recap: SalesIntel Skill Training: How to Leverage ICPIntel (Tips & Tricks)

You’ll get a live walkthrough of how to use ICPIntel inside your current sales, marketing, or RevOps workflows, plus tips and tricks to improve targeting, reduce waste, and align teams around one data-backed ICP.

Whether you’re running campaigns, managing SDRs, or building GTM strategies, you’ll leave knowing how to use ICPIntel to work smarter, starting now.

5 Key Takeaways

1.Case Uses for ICPIntel & Value 

• Demo how to create and compare multiple ICP models for different customer groups
• Show what attributes differ across lifecycle stages—and why they matter
• Highlight how this supports upsell, retention, and win-back campaigns

2. Define your ICP using your own customer data 

• Show how users can upload or integrate historical customer data
• Review available cards and explain how AgenticAI identifies patterns across firmographics, technographics, and engagement
• Highlight how this replaces manual guesswork with data-driven clarity

2. Prioritize pipeline with fit + intent signals

• Demonstrate how ICPIntel scores accounts based on model fit and in-market behavior
• Explain how these scores can be used to create segmented, prioritized account lists
• Share an example where targeting based on these signals improved conversion rates

3. Align Sales, Marketing, and RevOps around one shared ICP

• Walk through how to share ICPIntel models across departments
• Explain how shared targeting improves lead quality, campaign efficiency, and reporting
• Emphasize that this creates a single source of truth for GTM teams

5. Plug ICPIntel into real workflows

• Show how ICPIntel integrates into existing campaign platforms or sales playbooks
• Give examples like:
  • Filtering ad audiences
  • Prioritizing outbound prospecting lists
  • Enabling SDRs with ICP-aligned messaging

Meet the Presenters

Alexis Cruz, Customer Success Manager

SalesIntel

Hi, I’m Alexis! I am an experienced Client Relationship and Success Manager with 5+ years of demonstrated history working in the SaaS and commercial real estate industry. Adept in building strategic relationships, leveraging interpersonal skills, and acting as a subject matter expert for various business processes and products. Driven to enhance client experience and positively contribute to the organization’s overall strategic plan. Effective communicator, and result-oriented team player. Proven track record of utilizing strong organizational, analytical and communication skills towards improving client satisfaction.